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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,482 | $88,778-96.1% | $81,844-95.7% | $145,884-97.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 21.69% | 1033.03%-1011.3pp | 778.87%-757.2pp | 551.85%-530.2pp |
| Employer contribution / active EE | $264 | $3,087-91.4% | $2,916-90.9% | $4,662-94.3% |
| Participant deferral / active EE | $1,454 | $4,648-68.7% | $4,323-66.4% | $6,690-78.3% |
| Admin fee / account holder | $1,655 | $8,430-80.4% | $7,355-77.5% | $13,392-87.6% |